Wealth Advisor & Financial Planning Specialist

Apoyostemporales; Ibagué; Hybrid; COP 317,038,000 - 459,705,000; Full time

Benefits offered by this job

Medical plan

Dental

Vision insurance

Life & AD&D

Long-term disability

Short-term disability

FSA

401(k) match

Traditional & Roth 401(k)

Job summary

Apoyostemporales is seeking an experienced Wealth Manager in Colombia to serve as the primary client contact and drive comprehensive financial planning and portfolio management. You will review client investments, tailor portfolios within firm guidelines, and have opportunities to specialize in Investments, Financial Planning, or Business Development, contributing as an internal SME.

The role emphasizes integrity, detail-orientation, and a track record in wealth management with potential CFP/CFA

Qualifications

• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships
• Either the CFP® or CFA designation, or having passed the exam for the designation, is preferred
• Bachelor’s degree from an accredited university
• Detail-oriented and highly organized
• Of the highest integrity

Responsibilities

• Serve as the first point of contact for a number of the team’s clients.
• Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
• Opportunity to specialize in: Investments, Financial Planning, or Business Development as internal SME.
• Participate on the firm’s investment committee and cover a segment of the investment universe.
• Work cross-departmentally to drive business strategies.

Skills

Wealth management

Client relationships

Detail‑oriented

Integrity

Education

Bachelor's degree

CFP/CFA designation preferred

Job description

Apoyostemporales is seeking an experienced Wealth Manager in Colombia to serve as the primary client contact and drive comprehensive financial planning and portfolio management. You will review client investments, tailor portfolios within firm guidelines, and have opportunities to specialize in Investments, Financial Planning, or Business Development, contributing as an internal SME.

The role emphasizes integrity, detail-orientation, and a track record in wealth management with potential CFP/CFA